1. Creating Analyses and Dashboards in Oracle Transactional Business Intelligence
  2. Report Data
  3. Scorecarding
  4. About Comments

About Comments

Comments provide a way for users to discuss initiatives, objectives, or KPIs.

Collaboration between users is essential to gain a consensus in order achieve the stated and desired results. Comments (also known as annotations) enable you to discuss changes in performance and progress for an initiative, objective, or KPI for a specific set of dimension values (that is, for a specific point of view). Use annotations and overrides to increase employee collaboration, participation, and accountability, and to prevent future occurrences of identified deficiencies.

You can add, view, and reply to comments in many places in a scorecard. For example, you can add a comment directly to an objective in the Scorecard editor: Objective Details tab. You can also add a comment to an objective in the Diagram tab of a view, a smart watchlist, and a perspective in which its referenced. You cannot delete KPI annotations.

A comment is associated with:

  • An initiative, objective, or KPI that measures the progress of an initiative and objective.

    When an initiative, objective, or KPI that has a comment associated with it is referenced elsewhere in a scorecard and the point of view being displayed matches that of the comment, a comment indicator is displayed as follows:

    • In a watchlist, a blue triangle is displayed in the row containing the initiative, objective, or KPI.

    • In a node in the Diagram tab of a view, the Comment button is displayed in the upper-right corner of the node.

  • A certain column.

    A comment is normally associated with the Status column of an objective, initiative, or KPI, unless (for KPIs only) the comment is added to another column such as Trend or Variance.

  • A specific point of view.

    Comments are filtered by the values in the point of view area in the Scorecard editor that are currently in effect for the object being viewed. As a result, the comment for Eastern Region Sales can be different than the comment for Western Region Sales. See About the Point of View Area.

  • Any dimension pinnings on the KPI.

    Comments are filtered by any other dimension pinnings that are in effect (on a KPI, scorecard, scorecard diagram, dashboard prompt, or KPI watchlist).

Before you can work with comments, your administrator must enable this feature.

See Work with Comments.